Essex Financial Services

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

Active participants

502

Total plan assets

$42.2M

Filings (rows)

Direct comp

$101K

Indirect comp

SERVICES PROVIDED

Advisor / Consultant12

Other service providers1

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Plans served

All 3 plans

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Pelli Clarke & Partners Pelli Clarke & Partners Section 401(k) Plan · all filings	NEW HAVEN, CT	Advisor / Consultant	71	$20.2M	$50K	$0
Five Star Supermarkets of Norwich, Inc. Five Star Supermarkets of Norwich, Inc. 401(k) Retirement Plan · all filings	NORWICH, CT	Advisor / Consultant	167	$13.8M	$32K	$0
PLUM Dental Group, L.L.C. PLUM Dental Group, L.L.C. 401(k) Profit Sharing Plan · all filings	NORTH KINGSTON, RI	Advisor / Consultant	264	$8.2M	$18K	$0